J.P. Morgan Private Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $205K | Sell |
1,877
-1,350
| -42% | -$147K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $481K | Sell |
3,227
-682
| -17% | -$102K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $422K | Buy |
3,909
+859
| +28% | +$92.8K | ﹤0.01% | 1539 |
|
|
2022
Q4 | $307K | Sell |
3,050
-2,314
| -43% | -$233K | ﹤0.01% | 1655 |
|
|
2022
Q3 | $956K | Buy |
5,364
+3,170
| +144% | +$565K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $462K | Sell |
2,194
-6,384
| -74% | -$1.34M | ﹤0.01% | 1482 |
|
|
2022
Q1 | $2.55M | Buy |
8,578
+208
| +2% | +$61.8K | 0.01% | 818 |
|
|
2021
Q4 | $2.95M | Sell |
8,370
-10,634
| -56% | -$3.74M | 0.01% | 778 |
|
|
2021
Q3 | $7.77M | Buy |
19,004
+2,472
| +15% | +$1.01M | 0.02% | 481 |
|
|
2021
Q2 | $6.86M | Buy |
16,532
+7,919
| +92% | +$3.29M | 0.02% | 505 |
|
|
2021
Q1 | $2.82M | Buy |
8,613
+7,518
| +687% | +$2.46M | 0.01% | 655 |
|
|
2020
Q4 | $249K | Sell |
1,095
-484
| -31% | -$110K | ﹤0.01% | 1575 |
|
|
2020
Q3 | $306K | Sell |
1,579
-181
| -10% | -$35.1K | ﹤0.01% | 1355 |
|
|
2020
Q2 | $215K | Buy |
+1,760
| New | +$215K | ﹤0.01% | 1435 |
|
|
2017
Q1 | – | Sell |
-5,949
| Closed | -$242K | – | 1347 |
|
|
2016
Q4 | $242K | Sell |
5,949
-618
| -9% | -$25.1K | ﹤0.01% | 1092 |
|
|
2016
Q3 | $238K | Sell |
6,567
-10
| -0.2% | -$362 | ﹤0.01% | 1079 |
|
|
2016
Q2 | $230K | Buy |
+6,577
| New | +$230K | ﹤0.01% | 1097 |
|